SEBI Reg. Investment Advisor

Download App

Help Center Pricing

Recent:

SEBI proposes to ease entry norms for FPIs to avoid P-Notes route

29 Jun 2017 Evaluate

With an aim to encourage Foreign Portfolio Investors (FPIs) to invest directly in Indian markets without taking recourse to the so-called participatory notes (P-Notes), the market regulator Securities and Exchange Board of India (SEBI) has proposed relaxed entry norms for FPIs. It has suggested to ease some rules, including expanding the eligible jurisdictions for registration by including countries with diplomatic tie-ups with India. The regulator has also recommended for rationalising fit and proper criteria for FPIs as well as simplifying broad based requirements for such investors.

The regulator has proposed that Category I and II FPIs, which are essentially government and regulated entities, should not need any additional documentation and procedural requirements. However, Category III FPIs should continue to be subject to such requirements. It has also proposed that rationale of broad based criteria should be extended in other cases wherein the applicant funds have other institutional investors - sovereign wealth fund, insurance/reinsurance companies, pension funds, Exchange Traded Funds (ETFs) as their underlying investors.

Currently, an FPI is considered to be broad based in case such overseas investor has a bank as an underlying investor. Broad based fund means a fund, established outside India, which has at least 20 investors, with no investor holding more than 49 percent of the shares or units of the fund. SEBI has clarified on broad based requirements and said that in case such fund loses its status due to exit of some offshore global investors then it may not result in immediate loss of Category II status and added that three months time should be given to such funds to regain such status. Besides, the move would also avoid duplicate efforts and incremental documentation by the FPIs as well as the designated depository participants (DDPs).

The move comes after the SEBI board approved proposals to float a discussion paper on easing registration of FPIs. SEBI said “It is proposed that the list of eligible jurisdictions in terms of FPI Regulations for grant of registration to Category I FPIs, may be expanded by also considering those jurisdictions, wherein Government of India has diplomatic tie-up and FEMA compliant jurisdiction.” Consequently, more jurisdictions such as other provinces in Canada would be able to access the market due to change in FPI Regulations. The SEBI has sought comments from public till July 27 and a final regulation will be out in place after taking into views of all the stakeholders.

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Fiduciary-first advisory model.
As SEBI-registered IAs, we are legally and ethically bound to act in the best interests of our clients. We do not sell or distribute any financial products. This ensures our guidance is 100% unbiased and conflict-free.
Deep fundamental research + robust valuation discipline.
Built on more than 15 years of equity research, our framework combines quality assessment, intrinsic value estimation, and a sensible margin-of-safety approach.
Process—not predictions.
We don’t rely on guesswork or market timing. Instead, we focus on asset allocation, risk management, and long-term compounding.
Technology + Human Intelligence.
We believe a combination of both is essential for investing success. We constantly innovate and upgrade in-house tools, financial X-rays, and portfolio analytics so that our team of analysts and advisors are equipped with the best.
Partner with Clients.
We follow a DIWM (Do-It-With-Me) approach where we partner clients in setting goals, financial planning, educating on our investing process and share decision-enabling resources transparently with our clients who retain control on execution.

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

Investing in stocks, mutual funds, debt, and gold
Quality-at-Reasonable-Price way of investing in stocks
Constructing Direct Stock Portfolios with Core, Booster, and Amplifier stocks
A Mutual Fund Portfolio that delivers consistent out-performance and meaningful diversification (low overlap)
Periodic review and rebalancing
Clear Buy-Sell-Hold, and Position-sizing frameworks

PROPRIETARY FRAMEWORK

Portfolio
Architecture >
Stock Picking.

Stop managing a collection of "tips." Access the ABC Framework to build a portfolio that survives cycles and compounds wealth.

Core for Stability

Booster for Alpha

Amplifier for Exponential Wealth

Build a Stress-Tested Portfolio.

Our Sapphire Advisory uses the ABC Concept to ensure you never have to panic during a market correction.

Core Stocks

STABILITY

Booster Stocks

GROWTH

Amplifier Stocks

ASYMMETRY

● Conflict-Free ● SEBI Registered ● 15Y+ Track Record

Access Sapphire ABC Strategy →

Limited Capacity for New Fiduciary Partners

SEBI proposes to ease entry norms for FPIs to avoid P-Notes route

MoneyWorks4Me Premium

Follow us at

MoneyWorks4Me

About MoneyWorks4Me

Our Vision

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

Name of the IA registered with SEBI:	The Alchemists Ark Pvt. Ltd.
Logo:
Trade/Brand Name of IA:	MoneyWorks4Me Investment Advisers
Brand Logo:
SEBI Registration Number:	INA000013323 Validity – May 16, 2019 – Perpetual
Registration:	Non-Individual
BSE Enlistment No:	1187
Address:	B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045
Compliance officer Details:	Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com Telephone: +919860359463 Address: Same as IA
Grievance Officer Details:	Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com Telephone: +91 98609 19463 Address: Same as IA
Principal Officer Details:	Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com Telephone: +91 91758 99463 Address: Same as IA
Standard Warning:	Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Disclaimer:	Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.